Company lists · Data refreshed September 2026

Top 17 Private equity advisors based in Columbia, United States

RevenueBase identified 29 private equity advisors headquartered in Columbia, United States as of September 2026 and tracks 262 professional contacts across them, including 129 with verified work emails. New York is the largest hub.

This list covers private equity advisors headquartered in Columbia, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 5, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
29Companies
262Contacts tracked
129Verified emails
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The 17 largest private equity advisors based in Columbia, United States

Ranked by team size
Top 17 of 29 private equity advisors based in Columbia, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Columbia, MD, United StatesHQ checked Sep 5, 202611-5058

“BWFA is one of the area’s leading comprehensive wealth management firms.”

Source: company website · checked Sep 5, 2026
2
Sc&h CapitalPartial evidence
Columbia, MD, United StatesHQ checked Sep 5, 202611-5044

“SC & H Capital is an investment banking and advisory firm specializing in mergers and acquisitions (M&A), employee stock ownership plans (ESOP), distressed M&A, and business…”

Source: company website · checked Sep 5, 2026
3
Tower PartnersStrong evidence
Columbia, MD, United StatesHQ checked Sep 5, 202611-5024

“Tower Partners is a leading Private Investment Bank and Advisory Firm providing premier service to the middle market.”

Source: company website · checked Sep 5, 2026
4
Convergence WealthIndirect evidence
Columbia, MO, United StatesHQ checked Sep 5, 20261-1014

“Our Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service.”

Source: company website · checked Sep 5, 2026
5
Vision Wealth PartnersIndirect evidence
Columbia, MD, United StatesHQ checked Sep 5, 202611-508

“We believe that the right people, following the right process, can produce the right results.”

Source: company website · checked Sep 5, 2026
6
Triada AdvisorsIndirect evidence
Columbia, IL, United StatesHQ checked Sep 5, 20261-107

“Navigating the world of financial planning and investing can be overwhelming without trusted guidance.”

Source: company website · checked Sep 5, 2026
7Columbia, SC, United StatesHQ checked Sep 5, 202611-507

“The McDaniel Corporation has a professional staff of dedicated, experienced, knowledgeable and highly competent personnel who are trained and licensed to offer a broad range of…”

Source: company website · checked Sep 5, 2026
8
Williamson & AssociatesIndirect evidence
Columbia, SC, United StatesHQ checked Sep 5, 20261-106

“We have been meeting the financial needs of individuals and businesses for over 35 years.”

Source: company website · checked Sep 5, 2026
9Columbia, MD, United StatesHQ checked Sep 5, 202611-505

“You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause near your heart.”

Source: company website · checked Sep 5, 2026
10
Clearview Wealth AdvisorsIndirect evidence
Columbia, MD, United StatesHQ checked Sep 5, 20261-104

“Our goal is to provide families and business owners with assistance in building their financial freedom.”

Source: company website · checked Sep 5, 2026
11
Ore3Indirect evidence
Columbia, MO, United StatesHQ checked Sep 5, 20261-103

“At ORE3, we help you understand your financials and get you the answers and the guidance you've been searching for.”

Source: company website · checked Sep 5, 2026
12Columbia, MD, United StatesHQ checked Sep 5, 20261-103

“Welcome, we are Janoskie Financial & Associates, a financial organization in Columbia, MD.”

Source: company website · checked Sep 5, 2026
13
Truman Wealth AdvisorsPartial evidence
Columbia, MO, United StatesHQ checked Sep 5, 20261-103

“Hi, I'm Mindy McCubbin and I am the founder and owner of Truman Wealth Advisors.”

Source: company website · checked Sep 5, 2026
14Columbia, MD, United StatesHQ checked Sep 5, 202611-502

“The Lynch Retirement Investment Group was established by John M.”

Source: company website · checked Sep 5, 2026
15
Theus Wealth AdvisorsPartial evidence
Columbia, MD, United StatesHQ checked Sep 5, 20261-102

“We are Marathon Financial, DBA Theus Wealth Advisors, offering broadbased, strategic financial planning; wise, wealth management; risk management and insurance analysis with an…”

Source: company website · checked Sep 5, 2026
16
InluminPartial evidence
Columbia, SC, United StatesHQ checked Sep 5, 20261-101

“Our goal is to partner alongside your team, casting light upon the value within by providing hands-on financial advisory services, strengthening your financial team and processes…”

Source: company website · checked Sep 5, 2026
17Columbia, MD, United StatesHQ checked Sep 5, 20261-101

“Brightworks oversees and coordinates the financial affairs of affluent business owners and families.”

Source: company website · checked Sep 5, 2026

Showing 17 of 29 private equity advisors based in Columbia, United States

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Private equity advisors based in Columbia, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 988 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
18
11-50
10
51-200
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 29 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among private equity advisors, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Columbia, United States whose own description of what they do matches “private equity advisors”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among private equity advisors, and records with no verified work email. Companies headquartered outside Columbia are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 129 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 5, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Private equity advisors by metro in the United States

Frequently asked

How many private equity advisors are there based in Columbia, United States?

RevenueBase identified 29 private equity advisors headquartered in Columbia, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Baltimore-Washington Financial Advisors, headquartered in Columbia, tops this list with the largest team on record.

Which city has the most private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 129 verified decision-maker contacts tracked across these 29 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.